Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from Hans' book 'The Complete Cardinal Guide to Planning for and Living in Retirement' visit CardinalGuide.com. more

We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation. more

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics. more

Podcast by B.O.S.S. Retirement Solutions

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life. more

Bill Gross is an expert on Los Angeles Probate. He hosts a weekly call to discuss how to get sales in probate, how to engage with probate attorneys, and more probate-related topics for real estate agents and investors. more

Blog, Podcast, Collaboration

Pennsylvania estate planning attorney Yvette E. Taylor, Esq. explores the extraordinary legacies of ordinary people. more

Do you know what will happen to your loved ones when something happens to you? If you don't know the answer, or don't like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area. more

Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America. more

Join Angela Robinson of Smart Money Group and Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more. more

On this weekly podcast, members of the Johnson McGinnis Elder Care Law & Estate Planning team discuss the tools, techniques, strategies, and services that will help you respond with confidence to the legal, financial, and personal challenges created by long life, chronic illness, and disability. more

Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success. Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, tap into their wealth of financial experience and address various strategies and services they utilize for their clients. So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life. more

Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is your go-to resource for safeguarding your family's future and building a lasting legacy. more

The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subscribe today and empower yourself to make financial decisions for a more fulfilling retirement journey. Begin your personalized retirement conversation, and gain a deeper understanding of your financial path, at AbichFinancial.com Learn more about Abe and the Abich Financial team on Facebook , Instagram , LinkedIn and YouTube ! more

Legal Tea is a podcast devoted to promoting awareness of estate and elder law in an educational, yet entertaining way. A new episode drops weekly on Tuesday. Hosted by Indiana Attorney, Jenny Rozelle. #DoYourEstatePlan more

A podcast discussing estate planning, estate administration/probate, trusts, elder law, wills, and powers of attorney. Sign up for our email newsletter: https://noblesvilleattorney.cliogrow.com/intake/oo2BznRnYL5X5AF5CVGLCQ Watch us on YouTube: https://www.youtube.com/@lifetimelegacylawyers more

Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast. more

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can't afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast more

When it comes to financial planning and investing, many of us have more questions than answers. The 'What the Wealth?!' Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions and planning as a means to solve their investment and retirement concerns.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Paradigm Wealth Partners, a registered investment advisor and separate entity from LPL Financial. more

Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We'll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn't happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones. more

A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe. more

In each episode of The Estate of The Union podcast, host and lawyer Brad Wiewel will give valuable insights into the confusing world of estate planning, making an often daunting subject easier to understand. It is Estate Planning Made Simple!Nothing contained in these videos is to be considered as the rendering of legal advice for specific cases, and viewers are responsible for obtaining such advice from their own legal counsel. This production is intended for educational and informational purposes only. more

Modern Family Matters is a podcast based out of the Pacific Northwest that discusses a variety of different topics that can impact the family unit, such as divorce, custody, estate planning, adoption, personal injury accidents, and bankruptcy. We believe that there is no such thing as 'broken' family, and that true family can take on many different forms. Join our host, Steve Altishin, as he interviews attorneys and other industry professionals on all matters pertaining to the modern family. more

Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve! more

For advice about something as complicated and emotional as the intersection of love, death, and money, you need a true expert. Naz Barouti is the perfect person to guide you through these topics. As a lawyer, Amazon best-selling author, entrepreneur, media commentator, and public speaker, Naz is known to many as a strong, calm, confident voice of reason. In 2011, she established her very own Barouti Law Corporation, which now boasts five offices in Southern California. In less than a decade, she's become known throughout the area (and even around the globe) as an estate planning 'guru.' more

Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts

Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future. more

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration. more

The Alpha Wealth Hour with Tom Fortino: When it comes to saving, spending, investing and taxes, life can get complicated. Especially now. It feels like every day there's news that affects the stock market, your wallet, and your retirement. To unravel the jargon and help you spend smarter, tune into This Week in Wealth. more

Listen as our hosts, Christine and Kristine, discuss different law-based scenarios in media. Is what you see on television and in movies accurate in regards to the law? more

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it. more

Jackson & Peck Financial Group was established in Kewanee in 2008 by Darrel Peck, Christian Jackson, and Court Jackson*. All three are Kewanee natives and had decided to bring their business back to where they grew up. In 2001 Darrel Peck joined Mark Thompson and Associates out of Davenport, IA and quickly began plans to open an office in Kewanee. With the addition of Christian Jackson in 2006, plans to open the location moved swiftly. In April of 2008, JPFG opened their doors in Kewanee.The agency prides itself on the knowledge of the community and community members they gained while growing up in the area, and their continued involvement in Kewanee.They have added several members to the local team to include providing services for the surrounding areas of Kewanee and the surrounding counties.Through continued involvement in local organizations and continued support of economic development, the professionals at the local agency are focused on providing quality insurance and investment products to friends and family for many years. more

The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group. more

Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls. more

Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..

Make The Dough Rise is your guide to building, protecting, and enjoying the wealth you've worked so hard to create. Hosted by Brian Doe, CFP®, the show breaks down financial planning in a way that's approachable, practical, and refreshingly jargon-free. Ok, maybe there's a little bit of jargon, but we'll make sure you understand it as we go. Whether you're planning for retirement, navigating investments, or simply looking for smarter ways to make your money 'rise,' Brian brings clarity to the strategies that create lasting financial confidence. With real stories, expert insights, and a down-to-earth style, this podcast helps you turn today's dough into tomorrow's abundance. Brian Doe is a Principal & Wealth Advisor at Farther. He has an MBA in Finance from Mercer University and a BBA in Marketing & Finance from the University of Georgia. He is based out of Greensboro, GA. https://www.farther.com/advisor/brian-doe more

Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company. more

Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging your home base to find the knowledge you're seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host Kirsten Howe brings a thought-provoking, approachable, friendly voice to a wide variety of life and legacy planning topics. Through this series of podcasts, the Absolute Trust Talk team will connect with like-minded business professionals, industry leaders, and luminaries to spotlight how listeners can make educated and informed lifestyle and planning decisions. Living your best, quality life while preparing for the future doesn't have to be stressful or hard, but it does have to be smart. more

Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. Visit him at www.TheElderLawCoach.com. This podcast was formally known as Elder Law in a Box. more

When Winning Matters Most

The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we'll answer in the simplest way we can. No jargon, we promise. more

Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let's get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what's worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and Woman Business Owner serves as your host. She helps navigate you through the law, business problems, and life as a leader. Jeana Goosmann is joined by other Goosmann attorneys and guests who are gurus in their industry. Our short segments make it easy for business leaders and busy people everywhere to listen. Get ready to feel motivated to meet your goals and tackle your legal problems! We are happy attorneys making the law fun join us! For more information about the law and our team, visit www.GoosmannLaw.com. Please read our full Podcast DISCLAIMER at www.GoosmannLaw.com/Podcast-Disclaimer/. more

Hosted by entrepreneur and estate planning expert Blake Johnson, Your Family Bank dives into the often-overlooked but powerful concept of creating a 'family bank.' Drawing from his own experience and professional expertise, Blake shares how intentional financial planning can safeguard your legacy and set up future generations for success. Each week, Blake sits down with industry experts and successful families to uncover strategies for removing entitlement, increasing financial education, and building lasting wealth. Listeners will gain practical tools and insights to protect, grow, and pass on their family's financial legacy. Disclaimer: While Blake is a licensed attorney, this podcast does not provide legal advice. Always consult your attorney for guidance specific to your situation. more

Answers for Elders is the North Star in Navigating Senior Care.  Our content is designed to Empower Seniors and their Families through the Daunting Journey of Aging.Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist seniors, caregivers and their families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health & Wellness, Life Changes, Living Options, and Money & Law. more

Bill Alexander founded and manages an estate planning, asset protection, and elder law practice in Raleigh at W. G. Alexander & Associates. An attorney for over 36 years, he maintains the highest attorney ratings — 'A-v Preeminent' by Martindale-Hubbell, and a '10' rating by Avvo. Bill is a native of Kannapolis, North Carolina and graduated from Davidson College and Wake Forest University Law School. more